GOULD ASSET MANAGEMENT LLC /CA/ 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GA GOULD ASSET MANAGEMENT LLC /CA/ | Institutional Filer | ▲ 2.03% | $575.7M | 171 |
Current Portfolio Holdings
Showing all 171 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 223K | $145.2M | 25.23% |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ET | — | 470K | $48.6M | 8.44% |
| 3 | VGSH | VANGUARD SHORT TERM TREASURY | — | 608K | $35.6M | 6.18% |
| 4 | TLT | ISHARES BARCLAYS 20 YEAR TRE | — | 262K | $22.7M | 3.95% |
| 5 | VCSH | VANGUARD SHORT-TERM CORPORATE | — | 257K | $20.4M | 3.54% |
| 6 | BAB | INVESCO TAXABLE MUNICIPAL BON | — | 668K | $18.0M | 3.13% |
| 7 | BWX | SPDR BARCLAYS INTL TREASURY B | — | 723K | $15.9M | 2.76% |
| 8 | VNQ | VANGUARD REIT INDEX ETF | — | 175K | $15.6M | 2.70% |
| 9 | IVV | ISHARES S&P 500 INDEX ETF | — | 22K | $14.2M | 2.46% |
| 10 | BOND | PIMCOTOTAL RETURN ETF | — | 126K | $11.6M | 2.02% |
| 11 | VEA | VANGUARD FTSE DEVELOPED MARKE | — | 180K | $11.5M | 2.01% |
| 12 | AAPL | Apple Inc. | Technology | 41K | $10.3M | 1.79% |
| 13 | BNDX | VANGUARD TOTAL INTERNATIONAL | — | 207K | $9.9M | 1.72% |
| 14 | XSOE | WISDOMTREE EMMKTS EX-STT-OWND | — | 245K | $9.8M | 1.71% |
| 15 | SPYX | SPDR S&P 500 FOSSIL FUEL RESE | — | 182K | $9.7M | 1.68% |
Showing 1 to 15 of 171 holdings